Portside Wealth Group’s SunOpta STKL Stock Holding History

Portside Wealth Group’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,932	Closed	-$99.9K	–	383
2023 Q2	$99.9K	Buy	+14,932	New	+$112K	0.02%	346

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Portside Wealth Group's STKL Position: Q3 2023 in Review

Portside Wealth Group sold out of SunOpta (STKL) in Q3 2023, closing a stake of 14,932 shares — an estimated $99.9K sold.

Portside Wealth Group first reported a position in STKL in Q2 2023 and held it in 1 quarter. The position peaked at $99.9K in Q2 2023. 170 funds tracked by Wall St. Rank hold STKL as of Q3 2023.

Portside Wealth Group reported no remaining SunOpta position as of Q3 2023 after selling out during the quarter.
Portside Wealth Group sold 14,932 SunOpta shares in Q3 2023, an estimated $99.9K.
Portside Wealth Group first reported a position in SunOpta in Q2 2023 and held it in 1 quarter.
Portside Wealth Group's SunOpta position peaked at $99.9K in Q2 2023.
170 funds tracked by Wall St. Rank held SunOpta as of Q3 2023.

Based on Portside Wealth Group's 13F filing for Q3 2023, filed 27 Oct 2023.